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Enterprise Dashboard
Enterprise Dashboard
Learn how to manage your HoloBuilder projects with the Enterprise Dashboard.
31 articles in this collection
Written by
Kristina Tenhaft
and
Anna-Azize Marktscheffel
How to change your workspace
If you are connected to different HoloBuilder dashboards, you can easily switch your workspace to keep your work neat and separated.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to set up the HoloBuilder Enterprise Dashboard
When you are new to the Enterprise Dashboard there are a few steps that have to be taken in order to create a new Project
Written by
Kristina Tenhaft
Updated over a week ago
Project Management
How to modify the project details in the Dashboard
Learn more about changing the project details in your Enterprise Dashboard to adjust, e.g., the project visibilty, name or assigned PM.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to create a new project in the HoloBuilder Enterprise Dashboard
Learn how to set up new projects in the Enterprise project and assign to existing groups
Written by
Anna-Azize Marktscheffel
Updated over a week ago
Creating a new Project with an existing member Group
You can automatically invite complete collaborator groups from other projects to a newly created project or even existing projects.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
Project lists – view, search & organize
In the Projects tab you can get an overview of all projects you have any access permission to that are active or already archived.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
Download Project overview as .csv
With the .csv download button, it is possible to download an overview of all your projects in the Enterprise Dashboard as a .csv file.
Written by
Kristina Tenhaft
Updated over a week ago
Transferring existing users & projects to your Enterprise Account
Read up on importing users & projects to your Enterprise account when setting up your account.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to delete a project from your dashboard
Learn how to remove a project permanently from your HoloBuilder account if you do not wish to keep it in your archive anymore.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
User Management
Permissions & roles in the Enterprise Dashboard
The Enterprise Dashboard is your central point of access to all projects in your company or region and to manage all user access.
Written by
Kristina Tenhaft
Updated over a week ago
How to invite collaborators to the company dashboard
Invite collaborators to the company dashboard to grant them the right to view, edit and manage company projects.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to make a user an Enterprise Admin
Learn more on how to make a company member an Enterprise Admin in the HoloBuilder Dashboard.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to remove a user from the Enterprise Dashboard
Learn how to remove a user from the Dashboard when he is not working in your company any longer.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to make use of the bulk invite in the Company Dashboard
Learn how to invite many people at once to your Dashboard by sending out bulk invites per user role.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to add a group of collaborators from one project to another existing project
Learn more about how to add a full team from one project to another already existing project in a few clicks.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to invite collaborators to a project on project level in the Enterprise Dashboard
Invite new contributors directly to your HoloBuilder project to grant access on three different levels.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to remove a user from a project in the Enterprise Dashboard
Learn more on how you can remove a user from a specific project in your Enterprise Dashboard
Written by
Anna-Azize Marktscheffel
Updated over a week ago
Group Management
Managing Groups in the Enterprise Dashboard
The Enterprise Dashboard now allows for a more flexible management of user groups, including multiple Group and Project managers
Written by
Kristina Tenhaft
Updated over a week ago
Download a Group overview as .csv
You can download a .csv file from the Dashboard for offline documentation or to share with stakeholders who don't have access to HoloBuilder
Written by
Kristina Tenhaft
Updated over a week ago
How to change the assigned area for a group
Change the assigned area of one of your groups as an Enterprise Admin to allow for more projects to be created.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to delete a Group in the Enterprise Dashboard
Learn more on how to delete a group in your Enterprise Dashboard while still assuring correct access to all projects.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
Company-Wide Settings & special features
Company branding in the Enterprise Dashboard
Configure your company branding including your logo and company URL in the dashboard to be added automatically to all your company projects.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to enable 2D Photo capturing for all or only individual projects
Find out how you can activate and manage the 2D Photo feature for all your work or individually for specific projects in your dashboard.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
Company-wide category templates for in-project categorization
With the category template builder, it is possible to create sets of categories to simplify the tagging process for your company projects.
Written by
Kristina Tenhaft
Updated over a week ago
How to activate integrations for your account in the Dashboard
Activate HoloBuilder Integrations for your HoloBuilder personal HoloBuilder account in the Enterprise Dashboard.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
HoloBuilder SSO (Single-Sign-On) Company Option
SSO allows company members to sign in to HoloBuilder via their well-known company login website, using their usual credentials.
Written by
Kristina Tenhaft
Updated over a week ago
Logging in to HoloBuilder with your company SSO
If you have SSO enabled for your HoloBuilder dashboard, you will need to log in with your personal company details.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to get custom URLs for your HoloBuilder Company Account
Learn how to enable a custom URL which contains your companie's name for your HoloBuilder Enterprise Dashboard
Written by
Anna-Azize Marktscheffel
Updated over a week ago
Archiving & Downloading of a project
How to archive a project in the Dashboard
Learn how to archive your old projects with a few simple clicks via the Enterprise Dashboard.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
How to unarchive a project in the Dashboard
Find out how to unarchive one of your archived company projects in the HoloBuilder Enterprise Dashboard.
Written by
Anna-Azize Marktscheffel
Updated over a week ago
JobSite Analytics
HoloBuilder JobSite Analytics
You can get better insights into how your projects develop and track the overall development of your projects.
Written by
Kristina Tenhaft
Updated over a week ago